by Blaine Burch | Jul 14, 2020 | blog
Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary: lack of time, not thinking you have enough assets, not knowing how to start, or fear of contemplating death. Whatever the reason for not...
by Blaine Burch | Jul 14, 2020 | blog
There is no such uncertainty as a sure thing. –Robert Burns Even with an estate plan, things can always happen that may cause confusion for the estate, or threaten the plan altogether. Below are three examples of worst-case scenarios and ways to demonstrate...
by Blaine Burch | Jul 14, 2020 | blog
If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the conversation. When it comes to estate planning, who will be ultimately in charge of your minor child is an important decision that...
by Blaine Burch | Jul 14, 2020 | blog
Comprehensive estate planning is more than your legacy after death, avoiding probate, and saving on taxes. Good estate planning includes a plan in place to manage your affairs if you become incapacitated during your life and can no longer make decisions for yourself....
by Blaine Burch | Jul 14, 2020 | blog
Creating a will, trust, or any type of estate plan has always involved dealing with an uncertain future. Consider that just 20 years ago in 1997, the estate tax had an astonishing 55% rate with only a $600,000 exemption. Back then, tax-driven estate planning was a...
by Blaine Burch | Jul 9, 2020 | blog
During your lifetime, your retirement accounts are well protected from creditors, but as soon as you pass that account on to a loved one, that protection evaporates. This means one lawsuit and POOF! Your life long, hard earned savings could be gone. Your heirs could...
